BlackRock Reduces Risk, Apple Reaction, the Case for eBay, Yield Curve Un-Inverts

The Compound and Friends

Josh Brown

News, Business News, Investing, Business

4.7 • 2.2K Ratings

🗓️ 10 September 2024

⏱️ 61 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this TCAF Tuesday, hear Josh Brown and Michael Batnick discuss taking down risk, tech dilution, Apple reactions, and more on an all-new episode of What Are Your Thoughts! This episode is sponsored by YCharts! Subscribe to the YCharts blog to ensure you’re plugged into the latest insights, research, and market trends. Get 20% off your initial subscription when you start your free YCharts trial and tell them WAYT sent you (new customers only) : https://go.ycharts.com/compound Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribe Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: LinkedIn: https://www.linkedin.com/company/the-compound-media/ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Ladies and gentlemen welcome to the compound and friends so excited to have you here with us this evening
0:06.2	Tonight show was an absolute barn burner we talked about black rock announcing that they are taking down risk in their model portfolios.
0:16.4	We took a look at the yield curve inversion, which finally happened last week after 537 consecutive days of yield curve inversion.
0:28.0	So we have a yield curve on inversion.
0:30.8	What are the ramifications?
0:32.4	We're going to dive in. We took a look at
0:34.2	fund flows at Bank of America. It turns out their clients did buy the dip. A deep
0:40.0	dive into European stocks and whether or not there's an opportunity there.
0:44.0	So many more things. I don't want to spend even another second giving you the preview.
0:49.2	I want to send you right to the show.
0:50.8	Stick around, Duncan and John will put you right in the compound and friends. All opinions expressed by Josh Brown, Michael
1:04.7	Batnick and their castmates are solely their own opinions and do not reflect the
1:08.4	opinion of Redholz wealth management. This podcast is for informational
1:12.0	purposes only and should not be relied upon for any investment decisions.
1:15.0	Clients of Ritholz wealth management may maintain positions in the securities discussed in this podcast. That's right, right, we're back Tuesday night, 5 p.m. Eastern. Welcome to an all new edition of what are your
1:46.2	thoughts. Put my music back on. Make that louder. Let me see who's in the chat? First of all, let me see the Duncan Hive. I see Jay Luther is already
1:55.4	dunking up the stream. Who else? Where the Duncan fans? Come on, let me see it.
2:01.6	All right. Roger's here, Magnus is here, Cliff is here, Chris, Derek, John Carlo,
2:08.5	and Nicole is in the chat guys. You all say hello to Nicole. Rachel I see you.
2:12.4	Roger, good to see you my man all right we have
2:16.1	so much to cover tonight I'm so glad you all could be with us live it's been
2:21.2	quite an eventful day and we're going to chop it up, but before we do so we have a sponsor
	...

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